BROWSING & GROUPING CLIENTS or SUPPLIERS
First go to the 'Clients / Sales' section if you're not already there (select
the Back button until you get to the main menu options).
The following also applies to Suppliers in the 'Suppliers / Purchases' section.
If you don't have a huge number of clients/customers you can scan through them
one by one using the arrow buttons on the top of the page. The 'Found'
number to the right of the arrow buttons indicates the number of Client records
that you are currently browsing, if this is less than the 'Find All' figure
'Find All' to include all existing Clients in the found set.
You can also select Clients from a list by clicking the 'List Clients' button.
From the list view you can sort the Clients by several different categories
if you need them to be in a particular order.
If you have a large number of Customers you'll find it easiest to use the 'Find
Client/s' option which is a powerful find feature and allows you to perform
searches on any of your customer's details.
For example: Click the 'Find Client/s' button then...
To find all customers with business names beginning with 'C' simply type 'C'
into the 'Client' field then click the 'FIND NOW' button.
To find all clients in the 'Key Client' group select 'Key Client' from the
'Group' pop-up menu and click 'FIND NOW'.
To find all customers based in New York and Boston type 'New York' into the 'City'
box then click the 'Also Find' button and enter 'Boston' into the 'City'
box then click the 'FIND NOW' button.
Or ( useful for mailshots ) if you have a large number of customers you can
find number ranges using the 'Client ID' field so that you have a smaller number
to mail in several separate blocks:
Using 1,000 customers as an example enter "1...100" into the 'Client
ID' field and click 'FIND NOW' ; the three periods in between the figures
indicate a number range and will find your first 100 customers.
If you then click the '<<< Back' button and then the 'BULK Mailing
button' you'll be able to mail all relevant contacts for these 100 clients.
Once done you can then go back and find the next 100 by doing a search putting "101...200" into
the 'Client ID' field and so on.
The 'Find Omitted' button finds all clients that are not in the currently found
set. For example: if you had just done a search to find all clients based in
Los Angeles and then went back and clicked on 'Find Omitted' you'd end up with
clients based outside Los Angeles.